Track Assignments Automatically
In Volgistics, a volunteer’s Role in an assignment shows his or her relationship to the assignment. For example, a Role of Assigned likely means that the volunteer is actively serving in the assignment, while a Role of Substitute might mean the volunteer is available to fill in for other volunteers in the assignment. You record the Roles a volunteer has on the service tab of their record.
You can also setup the system to automatically add the Role of Assigned to a volunteer’s record whenever the volunteer is scheduled, or receives service, in an assignment. To do this:
- Select Setup from the menu.
- Expand the Assignment tracking link.
- Select Ground rules.
- Check the box by Record assignments automatically.
- Click the Save button.